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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,816 | $111,787+66.2% | $93,681+98.4% | $145,978+27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.28% | 203.52%-198.2pp | 133.47%-128.2pp | 550.52%-545.2pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,268 | $4,918-33.6% | $4,415-26.0% | $6,690-51.2% |
| Admin fee / account holder | $10,005 | $10,256-2.4% | $8,290+20.7% | $13,400-25.3% |